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Sponsor portfolio

ALAN SMITH POOL PLASTERING, INC.

EIN 33-0341516-Construction-Latest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$527K premiums
Participants
180
227 WEST CARLETON AVENUE - ORANGE, CA 92867714-628-9494
Plans on this EIN
2 filings
#002401k-$1.6M - 96 part#501Fully Insured-$527K - 125 lives

Benefits portfolio analytics

1 plan / $527K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$463K
  • Prescription drug$463K
  • Dental$64K
  • Vision$64K
  • Life$64K
Total $527K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • AETNA LIFE INSURANCE COMPANY88%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
Total $527K2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • HUB INTERNATIONAL MIDWEST LIMITED87%
  • GIS BENEFITS INC13%
Total $40K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ALAN SMITH POOL PLASTERING, INC 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALAN SMITH POOL PLASTERING, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$527K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ALAN SMITH POOL PLASTERING, INC 401(K) PROFIT SHARING PLAN401k$1.6M962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALAN SMITH POOL PLASTERING, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredAETNA HEALTH, INC.$527K1252025
Retirement plans
Welfare plans
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